| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Tudor Financial Inc. Tudor Financial Inc. | 5,339 | $674,413.4 | $757,283.76 | $82,870.36 | 12.29% |
REAP Financial Group LLC REAP Financial Group LLC | 710 | $65,542.05 | $100,706.4 | $35,164.35 | 53.65% |
VestGen Advisors LLC VestGen Advisors LLC | 5,259 | $627,661.65 | $757,557.37 | $129,895.72 | 20.7% |
Samira Kadam Synergy Investment Management LLC | 500 | $59,677 | $73,055 | $13,378 | 22.42% |
Bryan Molinar Atlas Legacy Advisors LLC | 4,626 | $458,885.22 | $656,151.84 | $197,266.62 | 42.99% |
| CL Chris Lein Partners Wealth Management LLC | 2,924 | $296,413.73 | $414,740.16 | $118,326.43 | 39.92% |
| KAB Katie A. Bruno Morey & Quinn Wealth Partners LLC | 4,563 | $461,161.37 | $647,215.92 | $186,054.55 | 40.34% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 7,422 | $854,518.2 | $1.05M | $198,218.28 | 23.2% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 1,794 | $203,011.07 | $254,460.96 | $51,449.89 | 25.34% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 603 | $65,781.33 | $87,276.29 | $21,494.96 | 32.68% |
Ameriflex Group Inc. Ameriflex Group Inc. | 530 | $76,477 | $77,438.3 | $961.3 | 1.26% |
Aspen Capital Management LLC Aspen Capital Management LLC | 1,974 | $215,129 | $279,992.16 | $64,863.16 | 30.15% |
| QFW QTR Family Wealth LLC QTR Family Wealth LLC | 2,508 | $226,873.72 | $355,734.72 | $128,861 | 56.8% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 1,653 | $238,522 | $234,461.52 | -$4,060.48 | -1.7% |
IFS Group LLC IFS Group LLC | 1,546 | $223,083 | $219,284.64 | -$3,798.36 | -1.7% |